Account Manager II, Client Success (Wealth)

FIS•Milwaukee, WI

1d•Hybrid

About The Position

The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for wealth clients. The role uses product expertise to help clients achieve business goals, deliver measurable return on investment through product adoption, and realize value from FIS products. The position is also responsible for minimizing churn and compression risk and identifying expansion opportunities. This is a full-time position with a required hybrid schedule in the posted location. Current and/or future sponsorships are not available for this role.

Requirements

5–7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles.
Experience focused on Wealth.
Bachelor’s degree and relevant previous experience in financial technology services.
Ability to clearly articulate business value in writing and verbally to stakeholders across client organizations.
Knowledge of the financial technology industry and products, including market trends, challenges, and opportunities.
Strong analytical skills, including experience with Tableau or similar software and the ability to turn data into insights.
Strong communication and presentation skills, with confidence engaging customers at all levels and in varied situations.
Strong leadership and ability to collaborate with cross-functional teams, including Sales, Renewals, and technical roles.

Responsibilities

Drive full post-sale client value and operational excellence, serving as a liaison between clients and product, support, professional services, and sales teams as needed.
Assist with client issue resolution using a portfolio-specific perspective.
Analyze client health and product usage data proactively, and take action to mitigate risk, improve product adoption, deliver business value, and reduce churn.
Understand clients’ business objectives and collaborate with them on joint success plans with milestones and measurable KPIs.
Build strong client relationships, develop success plans, engage proactively throughout the client lifecycle, and enable value realization.
Drive adoption of the assigned major product.
Act as a strategic advisor by bringing expansion opportunities and insights to EAMs and sellers, and by influencing product roadmaps with client feedback.
Identify and hand off upsell and cross-sell opportunities to sellers.
Participate in the renewal process and communicate the renewal value story to clients.